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Elevait Solutions

Elevait Solutions

via LinkedIn

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Clerk II Account Set-Up and Maintenance

Anywhere
contractor
Posted 8/30/2025
Verified Source
Key Skills:
CRM (Salesforce)
Data Entry
Microsoft Office (Word, Excel, Outlook)
Organizational Skills
Communication
Process Adherence

Compensation

Salary Range

$46K - 48K a year

Responsibilities

Process and maintain customer account information accurately in CRM and internal systems, including data entry, document scanning, and administrative support.

Requirements

At least 6 months experience with CRM systems (Salesforce preferred), strong attention to detail, organizational and communication skills, and proficiency in Microsoft Office.

Full Description

Job Title: Project Manager II Location: Remote - Wisconson Duration: 3 months | Potential to extend Job Type: Temporary/ Remote Rate: 22.76 Note: Potentially schedule flex depending on what time zone the contractors live/work in Top 3 Required Skills • Accurate data entry and CRM system experience (Salesforce preferred) • Strong attention to detail and organizational skills • Effective communication and ability to follow established processes Position Summary Seeking a detail-oriented individual with at least 6 months of relevant experience to process and maintain customer account information in various systems. The ideal candidate is proficient with data entry, CRM systems, and has strong organizational and communication skills. Key Duties And Responsibilities • Process, evaluate, and input new customer accounts into internal systems • Enter and maintain customer information accurately in the centralized maintenance and CRM systems • Update licensing and account information as needed • Scan and categorize customer documents into the appropriate digital systems • Ensure all account-related updates are properly documented and recorded • Support related administrative tasks as assigned Required Skills and Qualities: • Ability to accurately interpret and enter customer data • Effective written and verbal communication • Strong interpersonal skills and attention to detail • Excellent organizational skills and ability to meet audit standards • Ability to quickly and accurately follow established processes • Proficiency in Microsoft Office (Word, Excel, Outlook) • Experience with Salesforce or a comparable CRM platform • Familiarity with AS400 system is a plus, but not required

This job posting was last updated on 9/2/2025

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